Matthew Kidman: A veteran's guide to small cap success
Callum Newman of Fat Tail Investment Research chats with fund manager Matthew Kidman
Recently I had the great privilege to chat with fund manager Matthew Kidman. He’s a 25-year veteran of the Aussie market.
Today, he is the co-founder of Centennial Asset Management. Centennial’s focus is the small cap sector of the ASX.
In the video below, Matthew and I discuss…
- Why Matthew turned bullish on the ASX last year and his favourite sector to generate alpha…
- What should drive shares up over the medium term…
- Matthew’s ‘generational’ view of US shares…
- How many stocks Centennial usually holds in their portfolio…
- One share Centennial is accumulating while it’s out of favour…
- Why Matthew calls his job ‘managing risk’…
- The difference between managing your own money and an investment fund…
- Matthew’s view of Artificial Intelligence and its impact on markets…
- Plus, more!
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Callum Newman originally studied Communications (Journalism) before deciding financial markets were far more fascinating. Ever since, he’s been studying to discover why stock, commodity, currency and real estate markets move like they do.
Today, he helms small-cap advisory Australian Small-Cap Investigator and algorithmic based trading service Small Cap Systems.
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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.
Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.
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Callum Newman originally studied Communications (Journalism) before deciding financial markets were far more fascinating. Ever since, he’s been studying to discover why stock, commodity, currency and real estate markets move like they do. Today,...
Expertise
Callum Newman originally studied Communications (Journalism) before deciding financial markets were far more fascinating. Ever since, he’s been studying to discover why stock, commodity, currency and real estate markets move like they do. Today,...
Expertise
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